I’m just a hoarder.

In gmail/outlook I have set up rules on coming from x sender with x subject get moved to this folder/label. Then from paperless each folder/label gets its own rule with my tagging requirements and marking them read.

For physical documents, there’s a variable to tag with directories. So if you put a pdf in “/2023/finance/bills “ that document will get three separate tags named those directories. I setup a basic folder structure INSIDE the consume folder and it’s working well. I let the OCR do the rest.

Are you from the U.S? If paperless sees 3/4/23 that’s April 3rd. Nobody tells you that part or I must have skipped over the environment variable.